STEP 5- ACCESS LEAD SYSTEMS
GETTING STARTED WITH LEADS
- Speak with your Manager prior to purchasing leads.
- Most agents start with Diamond, Titanium & Platinum Complete IVR leads from Lead Center.
- Do not purchase any other lead types without reviewing with your Manager.
ACCESS TO LEAD CENTER
- Lead Center is the CRM/Software system used by Equis to manage lead distribution.
- Lead Center is accessed from the Equis Dashboard, under the Leads menu on the left side navigation.
- After you have completed your SureLC/Surancebay emails you should have access to Lead Center.
- Click Here to learn how to register and login to Integrity Lead Center
- Click Here to learn how to set up your Integrity Lead Center Wallet
- Click Here to learn how to manage your leads in Integrity Lead Center
ACCESS TO MAILCO ACCOUNT
You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account HERE
Sign-up for a MailCo account HERE
- Agency name is "Equis"
- Group name is "Theodore Group"
ACCESS TO LEADCO ACCOUNT
- If necessary contact your manager for lead inventory and to order leads through LeadCo
***TEXT YOUR MANAGER TO SCHEDULE A QUICK CALL TO GO OVER STEP 5 BEFORE MOVING TO STEP 6***